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Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer. How should CK achieve this?
A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.What is causing the issue?
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps. Each sales rep should be able view the attainment data for each rep in their division. Each rep should only be able to see their own commission data.Which option should a CRM Analytics consultant use to enforce this requirement?
After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.Which consideration should the consultant keep in mind?
AW Computing will start using Tableau Online to report on some of its Salesforce data to users who do NOT have an SFDC license.What is the first step the CRM Analytics consultant should take?
Universal Containers’ sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.Which action is required to accomplish this?
CRM Analytics team plans to enable data sync.Which limit specific to data syne should the team consider before enabling the feature because it may impact existing jobs?
A system administrator and a CRM Analytics consultant are working together on deploying arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed with all the custom fields used in the dataflow and dataset.While running the recipe/dataflow in the target environment, the consultant encounters multiple errors related to these custom fields.How should this be resolved?
Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.How should the CRM Analytics developer accomplish this?
The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD. Conversion logic is not set up on any of the recipes.Why is the currency converting?
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